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iShares iBonds Dec 2027 Term Muni Bond ETF

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $378M → $389M (+$10.7M)

0.68% less ownership

Funds ownership: 91.28%90.6% (-0.68%)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
126
WJ Wealth Management
Arizona
-$476K -18,900 Closed
WCM
127
WealthBridge Capital Management
Ohio
-$244K -9,703 Closed
CFG
128
Carr Financial Group
Massachusetts
-$201K -8,000 Closed
AA
129
Addison Advisors
Vermont
-$23.4K -930 Closed